See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,907 | $104,974-18.2% | $95,585-10.1% | $142,382-39.7% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 19.19% | 210.33%-191.1pp | 38.56%-19.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,900 | $2,779+76.4% | $2,527+93.9% | $4,299+14.0% |
| Participant deferral / active EE | $9,250 | $4,352+112.5% | $4,023+130.0% | $6,507+42.2% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |